Archive | January, 2011

January 5, 2011 – A Perfect Storm is Settling Up for the Grains

Featured Trades: (A PERFECT STORM FOR THE GRAINS) 2) A Perfect Storm is Settling Up for the Grains. I bet I'm the only guy you know whose wedding was filmed by the KGB. In the seventies, my friend, the TASS correspondent, Yuri, shot the entire assembled foreign press at the event at The Foreign Correspondents […]

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January 5, 2011 – The Bank of America Settlement is Huge

Featured Trades: (THE BANK OF AMERICA MELT UP), (BAC) 3) The Bank of America Settlement is Huge. For those Macro Millionaires who bought the (BAC) March, 2011 $12-$14 call spread that I recommended on December 7, this is your big payday. The North Carolina based 'too big to fail' bank announced a settlement with government […]

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January 3, 2011 – My Run in With the Law

Featured Trades: (MY RUN IN WITH THE LAW) 3) My Run in With the Law. I'm sorry I'm late getting my letter out today. I was racing home from San Francisco on Highway 24 when the California Highway Patrol pulled me over for doing 80 mph in a 65 mph zone. The officer asked me […]

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January 3, 2011 – The Problem With GM

Featured Trades: (THE PROBLEM WITH GM), (GM) 4) The Problem With GM. Like a heroin addict who just can’t wean himself off of the good stuff, General Motors (GM) is going back into subprime lending to finance new auto sales. Although the much diminished company is still has a large government ownership,  and has made […]

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January 3, 2011 – The New Deflation

Featured Trades: (THE NEW DEFLATION) 5) The New Deflation. It seems that all you hear about these days is deflation. That is certainly what the bond market is telling us, with my screen blaring at me a miserable 2.93% yield for the ten year Treasury bond. But there is a new definition for this economic […]

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